What am I overlooking? We have one grandson and we will fund a 529 to cover college, although our son and his wife, another hedge-fund trader, have enough. I feel guilty. I enjoy vacations to Europe ...

Inherited IRAs come with complex rules — this is what you must know. Supreme Court Rules 8-1, Jackson Becomes Sole Dissenter ...

• Accepting property that’s too hard to manage or unsellable. “Look at it before you accept,” Simasko said. “You may not want it.” Examples include large vacant lots in isolated areas and timeshares.

“Because I put this money into a joint account with my husband, would he have access to all of it?” (Photo subjects are ...

The IRS's grace period for inherited IRA withdrawals is coming to an end. Dave Ramsey sends strong message to Americans on ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of ...

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

David Hyden, President/Founder Reduce Roth Conversion Taxes by 35% Using IRS-Accepted LLC Valuation Discounts We are the br ...

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

"Say your inheritance suddenly doubles your retirement savings," Harder said. "You no longer need to maintain the same risk profile. In fact, you may decide to take a more aggressive approach, either ...

For some retirees, the hands-on approach is the only way to go. If you prefer to have control over each distribution, ...